McKinley Carter Wealth Services’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $440K | Sell |
4,560
-16
| -0.3% | -$1.48K | 0.03% | 227 |
|
|
2025
Q4 | $399K | Buy |
4,576
+5
| +0.1% | +$456 | 0.02% | 242 |
|
|
2025
Q3 | $433K | Sell |
4,571
-486
| -10% | -$45.4K | 0.02% | 232 |
|
|
2025
Q2 | $464K | Buy |
5,057
+245
| +5% | +$22K | 0.03% | 221 |
|
|
2025
Q1 | $442K | Sell |
4,812
-702
| -13% | -$60.8K | 0.03% | 217 |
|
|
2024
Q4 | $454K | Sell |
5,514
-157
| -3% | -$13.8K | 0.03% | 209 |
|
|
2024
Q3 | $511K | Sell |
5,671
-588
| -9% | -$50.2K | 0.03% | 207 |
|
|
2024
Q2 | $486K | Buy |
6,259
+22
| +0.4% | +$1.67K | 0.03% | 210 |
|
|
2024
Q1 | $447K | Sell |
6,237
-375
| -6% | -$25.9K | 0.03% | 219 |
|
|
2023
Q4 | $464K | Sell |
6,612
-280
| -4% | -$19.2K | 0.03% | 206 |
|
|
2023
Q3 | $446K | Sell |
6,892
-879
| -11% | -$61K | 0.04% | 210 |
|
|
2023
Q2 | $546K | Sell |
7,771
-1,124
| -13% | -$80.6K | 0.04% | 197 |
|
|
2023
Q1 | $619K | Sell |
8,895
-134
| -1% | -$9.02K | 0.05% | 186 |
|
|
2022
Q4 | $645K | Sell |
9,029
-1,082
| -11% | -$72.3K | 0.05% | 177 |
|
|
2022
Q3 | $688K | Sell |
10,111
-2,318
| -19% | -$176K | 0.06% | 157 |
|
|
2022
Q2 | $886K | Sell |
12,429
-160
| -1% | -$11.7K | 0.08% | 143 |
|
|
2022
Q1 | $913K | Sell |
12,589
-12,589
| -50% | -$853K | 0.07% | 153 |
|
|
2021
Q4 | $1.73M | Sell |
25,178
-801
| -3% | -$51.1K | 0.13% | 117 |
|
|
2021
Q3 | $1.61M | Buy |
25,979
+1,077
| +4% | +$69.3K | 0.13% | 115 |
|
|
2021
Q2 | $1.51M | Buy |
24,902
+92
| +0.4% | +$5.88K | 0.12% | 123 |
|
|
2021
Q1 | $1.54M | Buy |
24,810
+3,771
| +18% | +$226K | 0.13% | 123 |
|
|
2020
Q4 | $1.29M | Buy |
21,039
+2,782
| +15% | +$167K | 0.17% | 116 |
|
|
2020
Q3 | $990K | Buy |
18,257
+1,329
| +8% | +$71K | 0.22% | 74 |
|
|
2020
Q2 | $878K | Sell |
16,928
-168
| -1% | -$9.34K | 0.22% | 78 |
|
|
2020
Q1 | $926K | Buy |
17,096
+1,696
| +11% | +$107K | 0.28% | 69 |
|
|
2019
Q4 | $981K | Buy |
15,400
+783
| +5% | +$48.5K | 0.23% | 78 |
|
|
2019
Q3 | $903K | Buy |
14,617
+233
| +2% | +$13.5K | 0.23% | 80 |
|
|
2019
Q2 | $795K | Buy |
14,384
+19
| +0.1% | +$1.02K | 0.21% | 82 |
|
|
2019
Q1 | $742K | Buy |
14,365
+2,413
| +20% | +$118K | 0.21% | 89 |
|
|
2018
Q4 | $525K | Buy |
11,952
+2,991
| +33% | +$136K | 0.17% | 99 |
|
|
2018
Q3 | $391K | Buy |
8,961
+162
| +2% | +$7.47K | 0.12% | 113 |
|
|
2018
Q2 | $407K | Buy |
8,799
+3,859
| +78% | +$173K | 0.13% | 111 |
|
|
2018
Q1 | $221K | Buy |
+4,940
| New | +$219K | 0.07% | 150 |
|
Other funds holding SO
VCM
VPM
McKinley Carter Wealth Services's SO Position: Q1 2026 in Review
McKinley Carter Wealth Services reduced its Southern Company (SO) stake by 0.35% in Q1 2026, selling an estimated $1.48K and leaving 4,560 shares worth $440K. The position accounts for 0.03% of the portfolio, ranked #227.
McKinley Carter Wealth Services first reported a position in SO in Q1 2018 and has held it in 33 quarters since. The position peaked at $1.73M in Q4 2021. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.
- McKinley Carter Wealth Services held 4,560 shares of Southern Company worth $440K as of Q1 2026.
- McKinley Carter Wealth Services sold 16 Southern Company shares in Q1 2026, an estimated $1.48K.
- Southern Company made up 0.03% of McKinley Carter Wealth Services's portfolio in Q1 2026, its #227 holding.
- McKinley Carter Wealth Services first reported a position in Southern Company in Q1 2018 and has held it in 33 quarters since.
- McKinley Carter Wealth Services's Southern Company position peaked at $1.73M in Q4 2021.
- 2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.
Based on McKinley Carter Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.